Prestige Wealth Management Group’s The RMR Group RMR Stock Holding History

Prestige Wealth Management Group’s Portfolio RMR Stock Details RMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1	Closed	-$16	–	1137
2026 Q1	$16	Hold	1	–	–	﹤0.01%	1119
2025 Q4	$15	Hold	1	–	–	﹤0.01%	1009
2025 Q3	$16	Hold	1	–	–	﹤0.01%	995
2025 Q2	$17	Hold	1	–	–	﹤0.01%	1008
2025 Q1	$17	Hold	1	–	–	﹤0.01%	1010
2024 Q4	$21	Hold	1	–	–	﹤0.01%	1042
2024 Q3	$26	Hold	1	–	–	﹤0.01%	1028
2024 Q2	$23	Hold	1	–	–	﹤0.01%	989
2024 Q1	$24	Hold	1	–	–	﹤0.01%	1020
2023 Q4	$29	Hold	1	–	–	﹤0.01%	1018
2023 Q3	$25	Hold	1	–	–	﹤0.01%	1046
2023 Q2	$24	Hold	1	–	–	﹤0.01%	1051
2023 Q1	$27	Hold	1	–	–	﹤0.01%	1047
2022 Q4	$28	Hold	1	–	–	﹤0.01%	1143
2022 Q3	$0	Hold	1	–	–	﹤0.01%	1047
2022 Q2	$0	Hold	1	–	–	﹤0.01%	1054
2022 Q1	$0	Hold	1	–	–	﹤0.01%	1037
2021 Q4	$0	Hold	1	–	–	﹤0.01%	1052
2021 Q3	$0	Hold	1	–	–	﹤0.01%	1041
2021 Q2	$0	Hold	1	–	–	﹤0.01%	1025
2021 Q1	$0	Hold	1	–	–	﹤0.01%	1024
2020 Q4	$0	Hold	1	–	–	﹤0.01%	1018
2020 Q3	$0	Hold	1	–	–	﹤0.01%	912
2020 Q2	$0	Hold	1	–	–	﹤0.01%	942
2020 Q1	$0	Buy	+1	New	+$39	﹤0.01%	985
2019 Q1	–	Sell	-1	Closed	–	–	993
2018 Q4	$0	Buy	+1	New	+$71	﹤0.01%	1284

Other funds holding RMR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

FFL

Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Prestige Wealth Management Group's RMR Position: Q2 2026 in Review

Prestige Wealth Management Group sold out of The RMR Group (RMR) in Q2 2026, closing a stake of 1 share — an estimated $16 sold.

Prestige Wealth Management Group first reported a position in RMR in Q4 2018 and held it in 26 quarters. The position peaked at $29 in Q4 2023. 165 funds tracked by Wall St. Rank hold RMR as of Q2 2026.

Prestige Wealth Management Group reported no remaining The RMR Group position as of Q2 2026 after selling out during the quarter.
Prestige Wealth Management Group sold 1 The RMR Group share in Q2 2026, an estimated $16.
Prestige Wealth Management Group first reported a position in The RMR Group in Q4 2018 and held it in 26 quarters.
Prestige Wealth Management Group's The RMR Group position peaked at $29 in Q4 2023.
165 funds tracked by Wall St. Rank held The RMR Group as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.